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Adviser Support

Permanent  for Search Consultancy in Liverpool

Adviser SupportLiverpool City Centre£17,000 – £21,000My client, a prestigious and very successful wealth management firm, based at the heart of Liverpool, are looking to appoint an experienced Adviser Support Administrator.The successful candidate will be responsible for:* Providing on-going service to existing/prospective clients* Providing direct support to a network of IFAs* Liaising with clients, providers and IFAs* Dealing with all new enquiries including inbound and outbound calling* Sending investment report to clients with SLA* Pension Transfer Administration* Dairy management for AdvisersPlease note that previous experience in the Financial Services industry is a must to be considered. The ideal candidate would preferably have already obtained the CF1, CF2 and RO5 exams.If you meet the criteria above and for further information, please contact Antonia Mihaylova at Search Financial Services at the strictest confidence on 0161 835 8318 or send your most recent CV to antonia.mihaylova@search.co.uk.

Job added on 30-06-2014